See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,222 | $95,193-67.2% | $76,523-59.2% | $135,375-76.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.78% | 4.85%-9.6pp | -0.27%-4.5pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,534 | $3,302-53.5% | $2,647-42.0% | $4,779-67.9% |
| Participant deferral / active EE | $3,959 | $4,639-14.7% | $3,835+3.2% | $5,609-29.4% |
| Admin fee / account holder | $508 | $6,249-91.9% | $4,848-89.5% | $10,827-95.3% |